McCarley & Cook Financial Planners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

McCarley & Cook Financial Planners’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$570K	Sell	7,558 -32	-0.4%	-$2.5K	0.43%	24
2026 Q2	$575K	Sell	7,590 -165	-2%	-$12.2K	0.45%	22
2026 Q1	$544K	Sell	7,755 -670	-8%	-$48K	0.47%	22
2025 Q4	$585K	Buy	+8,425	New	+$579K	0.53%	21

Other funds holding DGRO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

McCarley & Cook Financial Planners's DGRO Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.42% in Q3 2026, selling an estimated $2.5K and leaving 7,558 shares worth $570K. The position accounts for 0.43% of the portfolio, ranked #24.

McCarley & Cook Financial Planners first reported a position in DGRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $585K in Q4 2025. 467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

McCarley & Cook Financial Planners held 7,558 shares of iShares Core Dividend Growth ETF worth $570K as of Q3 2026.
McCarley & Cook Financial Planners sold 32 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $2.5K.
iShares Core Dividend Growth ETF made up 0.43% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #24 holding.
McCarley & Cook Financial Planners first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares Core Dividend Growth ETF position peaked at $585K in Q4 2025.
467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.